Loading Your Experience
Sign In
Sign In

Aviso Wealth and ACU Wealth Management Events

Budgeting building blocks

Are you thinking of budgeting but aren’t sure where to start? In this special webinar, Aviso Wealth’s Doug Carroll will walk you through the building blocks of budgeting

Webcast topic: Budgeting building blocks

Date & Time: Wednesday, March 22, 2023

Speaker: Doug Carroll, Tax & Estate Specialist at Aviso Wealth Inc.
Platform: Zoom
Cost: Free!


Plan to attend this FREE webinar on budget building blocks. Register today!

Session 1: 9am PT / 11am CT / 12pm ET

Session 2: 12pm PT/ 2pm CT / 3pm ET

About the presenter

Doug Carroll BBA JD LLM(Tax) CFP TEP
Tax & Estate Specialist
Aviso Wealth Inc.

 

  • Doug Carroll is the Tax & Estate Specialist for Aviso Wealth Inc., a wealth management partner to credit unions across Canada.
  • He previously ran an estate planning law practice, and was an advanced case consultant with a life insurer and a mutual fund provider.
  • Doug also holds a business degree and a Master of Law specializing in Tax, and is qualified as a Certified Financial Planner and a Trust & Estate Practitioner.
  • He’s been doing this for 25 plus years, now supporting our financial advisors, from written articles to individual case consultations, and of course webcasts as we are doing today.

Aviso Wealth Inc. ('Aviso') is a wholly owned subsidiary of Aviso Wealth LP, which in turn is owned 50% by Desjardins Financial Holding Inc. and 50% by a limited partnership owned by the five Provincial Credit Union Centrals and The CUMIS Group Limited. The following entities are subsidiaries of Aviso: Credential Qtrade Securities Inc. (including Credential Securities, Qtrade Direct Investing, Qtrade Advisor, Qtrade Guided Portfolios and Aviso Correspondent Partners), Credential Asset Management Inc., Credential Insurance Services Inc., Credential Financial Strategies Inc. and Northwest & Ethical Investments L.P.

This website uses cookies to improve your user experience. By continuing to browse the site you are agreeing to our use of cookies.